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Forum Financial Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Forum Financial Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Sell
395,886
-5,222
-1% -$134K 0.13% 36
2026
Q1 		$9.49M Buy
401,108
+397
+0.1% +$9.54K 0.13% 38
2025
Q4 		$9.18M Sell
400,711
-857
-0.2% -$20.1K 0.12% 43
2025
Q3 		$9.58M Sell
401,568
-779
-0.2% -$18.4K 0.13% 40
2025
Q2 		$9.44M Sell
402,347
-43
-0% -$998 0.14% 34
2025
Q1 		$9.56M Sell
402,390
-1,348
-0.3% -$31.8K 0.16% 36
2024
Q4 		$9.39M Sell
403,738
-6,708
-2% -$166K 0.16% 38
2024
Q3 		$10.5M Sell
410,446
-9,889
-2% -$239K 0.18% 33
2024
Q2 		$9.29M Sell
420,335
-95
-0% -$2.04K 0.17% 32
2024
Q1 		$9.41M Buy
420,430
+4,948
+1% +$109K 0.16% 37
2023
Q4 		$9.45M Sell
415,482
-40,595
-9% -$832K 0.18% 31
2023
Q3 		$8.9M Sell
456,077
-48,506
-10% -$1.03M 0.2% 27
2023
Q2 		$10.9M Sell
504,583
-363,717
-42% -$7.69M 0.24% 25
2023
Q1 		$18.7M Sell
868,300
-17,405
-2% -$383K 0.54% 19
2022
Q4 		$18.7M Buy
885,705
+574,919
+185% +$12.2M 0.62% 19
2022
Q3 		$6.39M Buy
310,786
+254,682
+454% +$6.04M 0.31% 25
2022
Q2 		$1.3M Buy
+56,104
New +$1.4M 0.07% 98

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Forum Financial Management's DFAR Position: Q2 2026 in Review

Forum Financial Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 1.3% in Q2 2026, selling an estimated $134K and leaving 395,886 shares worth $10.4M. The position accounts for 0.13% of the portfolio, ranked #36.

Forum Financial Management first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.7M in Q4 2022. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Forum Financial Management held 395,886 shares of Dimensional US Real Estate ETF worth $10.4M as of Q2 2026.
  • Forum Financial Management sold 5,222 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $134K.
  • Dimensional US Real Estate ETF made up 0.13% of Forum Financial Management's portfolio in Q2 2026, its #36 holding.
  • Forum Financial Management first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • Forum Financial Management's Dimensional US Real Estate ETF position peaked at $18.7M in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.